Submit your search

Publications

ELCA Endowment Fund Pooled Trust--Fund A

 

2011 Quarterly Reports

PDF Format    Third Quarter
         Endowment fund investing in a volatile economic climate, Keith Nelson

PDF Format    Second Quarter
         Investment and Expenditure, Laura Knitt, JD
  
PDF Format    First Quarter
         Update - New Fund A strategic asset allocation, Bonalynn Wallach

2010 Quarterly Reports

PDF Format    Fourth Quarter
         Commitment and continuity despite change

PDF Format    Third Quarter
         Endowment fund distributions, Keith Nelson

PDF Format    Second Quarter
         Changes to Endowment Fund Pooled Trust Fund A Strategic Asset Allocation go into
         effect this year, Bonalynn Wallach

PDF Format    First Quarter
         How does Strategic Asset Allocation benefit your portfolio?, Bonalynn Wallach

2009 Quarterly Reports

PDF Format    Fourth Quarter
         Endowment Investing in 2009, Bonalynn Wallach

PDF Format    Third Quarter
         Security of Your Investments, Bonalynn Wallach

PDF Format    Second Quarter
         Ten Years of Investment History, Laura Knitt, JD

PDF file requires Adobe Acrobat Reader--available at www.adobe.com    First Quarter
         Gift Valuation and Acknowledgment, Laura Knitt, JD

2008 Quarterly Reports

PDF Format    Fourth Quarter
          Gift Acceptance Considerations, Laura Knitt, JD

PDF Format    Third Quarter
          Planning for Future Gifts--Part Two, The Rev. Keith Nelson  

PDF file requires Adobe Acrobat Reader--available at www.adobe.com    Second Quarter
         Planning for Future Gifts, The Rev. Keith Nelson

PDF file requires Adobe Acrobat Reader--available at www.adobe.com    First Quarter
         Investing for Good, Patricia Zerega

2007 Quarterly Reports

PDF file requires Adobe Acrobat Reader--available at www.adobe.com    Fourth Quarter
         Money for Mission, The Rev. Keith Nelson

PDF file requires Adobe Acrobat Reader--available at www.adobe.com    Third Quarter
         Purpose-driven Endowment Funds, The Rev. Rodger Prois

PDF file requires Adobe Acrobat Reader--available at www.adobe.com    Second Quarter
         Sharing Your Vision, Julie Johnson

PDF file requires Adobe Acrobat Reader--available at www.adobe.com    First Quarter
         Distribution Agreements, David Swartling, Esq.



Disclosure Statement Availability
To receive a Confidential Disclosure Statement containing more details about Fund A’s investments, risks, and administration, please call 773/380-2970 (or 800/638-3522, ext. 2970). The disclosure statement includes a recent quarterly performance report, financial statements of the ELCA Endowment Fund Pooled Trust, the declaration of trust, and a set of forms, including an application form. Please read the disclosure statement carefully before investing.

The statements above do not constitute an offer to sell, or a solicitation of an offer to buy, to any person in Mississippi or Tennessee.

© Evangelical Lutheran Church in America | 800-638-3522